Nvidia(US:NVDA) 是说芯语·2026-02-19 05:11Core Viewpoint - Nvidia's CEO Jensen Huang announced the unveiling of a "world unprecedented" new chip at the upcoming GTC 2026 conference, which is expected to further solidify the company's leading position in the AI infrastructure sector [1][3]. Group 1: Upcoming GTC 2026 Conference - The GTC 2026 conference will take place on March 15 in San Jose, California, focusing on a new era of AI infrastructure competition [3]. - Huang acknowledged the challenges in developing these new chips, stating that "all technologies are approaching their limits," yet the industry remains optimistic due to Nvidia's past performance [3]. Group 2: New Chip Series - The specific models of the new chips have not been disclosed, but speculation suggests they may come from two major series: the Rubin series derivatives and the next-generation Feynman series [3]. - The Rubin series, which includes six new chip designs, has already been mass-produced, while the Feynman series is described as "revolutionary," exploring wide integration with SRAM and potential 3D stacking technology [3]. Group 3: AI Computing Needs - Nvidia is adapting to quarterly changes in AI computing demands, shifting focus from model pre-training with the Hopper and Blackwell series to inference scenarios with the Grace Blackwell Ultra and Vera Rubin series [3]. - The new products are expected to specifically address latency and memory bandwidth bottlenecks, which are critical for AI applications [3]. Group 4: Strategic Positioning - Huang emphasized that extensive collaboration and investment are key to Nvidia's continued leadership, as the company is positioning itself across the entire AI industry chain, including energy, semiconductors, and data centers [3].